Finance Assistant providing key support to IPA's financial operations by handling accounting tasks and maintaining financial records. Assisting with financial reporting and payroll processes while ensuring compliance and smooth operations.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.
Responsibilities
- Provides comprehensive advice and customized solutions to clients.
- Triages client leads and makes referrals to business partners.
- Meets with clients to review financial and investment goals.
- Builds a financial plan and recommends brokerage products.
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses.
- Minimum of one year of experience in the investments industry.
- Minimum of one year of experience working in the financial service industry and/or a sales environment.
- Builds and nurtures strong relationships.
- Communicates effectively and confidently.
Benefits
- This role is currently benefits eligible.
- Access to paid time off.
- Resources and support to employees for a genuine impact.
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